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SageView Advisory Group, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageView Advisory Group, LLC on SCHF, newest first. How the timeline and the estimate are built.

SageView Advisory Group, LLC held 6,255,699 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,255,699 shares
    Change vs previous 13F -357,677 shares

    5.68% of the 13F portfolio, value $173,282,861.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,613,376 shares
    Change vs previous 13F +1,523 shares

    5.98% of the 13F portfolio, value $163,681,068.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,611,853 shares
    Change vs previous 13F -576,825 shares

    5.37% of the 13F portfolio, value $158,948,954.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,188,678 shares
    Change vs previous 13F -70,283 shares

    5.77% of the 13F portfolio, value $167,352,420.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,258,961 shares
    Change vs previous 13F +458,604 shares

    6.09% of the 13F portfolio, value $161,003,754.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,800,357 shares
    Change vs previous 13F +151,439 shares

    5.74% of the 13F portfolio, value $134,511,059.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,648,918 shares
    Change vs previous 13F +4,067,961 shares

    5.29% of the 13F portfolio, value $123,004,987.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,580,957 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $106,128,952.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).